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CIK: 0001616328
Total reported value
$2.2B
$2.2B
265 檔
28.5%
The Q3 2024 SEC filing reveals that Garde Capital, Inc. held a total portfolio value of $2.2B, covering 265 public equity positions.
In Q3 2024, Garde Capital, Inc. adopted a defensive or profit-taking posture, trimming 75 positions and completely liquidating 13 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including VTV, VUG, VV) accounted for 28.5% of total reported equity market value during Q3 2024.
Top New Position Initiated
VTWAX
市值: $1.5M
Top Position Liquidated / Trimmed
EETH
前期市值: $936.0K
Showing top 200 holdings (of 265 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 12.26% | -2.01% | +0.24% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 12.23% | -1.24% | -0.80% | |
| 3 | VV | Vanguard Large-cap ETF | ETF-Other | 7.47% | -1.07% | -0.52% | |
| 4 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 5.10% | -0.82% | +0.39% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.69% | -0.70% | -13.09% | |
| 6 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 3.52% | -0.45% | +0.12% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.26% | -0.71% | -0.15% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-Other | 2.74% | -0.36% | -1.98% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.70% | -0.42% | -0.47% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.26% | -0.34% | -1.20% | |
| 11 | VTSAX | Vanguard Ttl Stk Mkt-adm | Stock-Other | 1.84% | — | +55.43% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.84% | -0.27% | -4.21% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.83% | -0.34% | -0.78% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.70% | -0.23% | -1.63% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.65% | -0.06% | -2.20% | |
| 16 | VIGAX | Vanguard Growth Index-adm | Stock-Other | 1.56% | — | +32.57% | |
| 17 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 1.42% | -0.21% | +6.60% | |
| 18 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.41% | -0.30% | -1.19% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.37% | -0.18% | -2.88% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.28% | — | -4.37% | |
| 21 | Z | Zillow Group Inc - C | Stock-Comm Services | 1.21% | -0.36% | -7.41% | |
| 22 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 1.11% | -0.23% | -2.01% | |
| 23 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.09% | -0.17% | -4.31% | |
| 24 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.07% | -0.19% | -5.70% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.97% | -0.17% | — | |
| 26 | VVIAX | Vanguard Value Index-adm | Stock-Other | 0.86% | — | +1.92% | |
| 27 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.82% | -0.31% | -1.99% | |
| 28 | VTMGX | Vanguard Dev Mkt Indx-adm | Stock-Other | 0.80% | — | +7.58% | |
| 29 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.79% | -0.07% | -1.51% | |
| 30 | VFIAX | Vanguard 500 Index-adm | Stock-Other | 0.71% | — | -0.90% | |
| 31 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.65% | -0.11% | -8.74% | |
| 32 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 0.65% | -0.13% | -1.72% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.58% | -0.05% | +1.22% | |
| 34 | ZG | Zillow Group Inc - A | Stock-Comm Services | 0.57% | -0.15% | -0.35% | |
| 35 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.54% | -0.05% | -0.27% | |
| 36 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.54% | -0.10% | +6.02% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.53% | -0.04% | -0.29% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.47% | -0.05% | -0.66% | |
| 39 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.42% | -0.03% | -0.50% | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.40% | -0.07% | -12.60% | |
| 41 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.40% | -0.06% | -7.34% | |
| 42 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.40% | -0.03% | -7.58% | |
| 43 | VSMAX | Vanguard Sml Cap Indx-adm | Stock-Other | 0.38% | — | +8.22% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.37% | +0.19% | -2.65% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.37% | -0.04% | -5.26% | |
| 46 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.35% | +0.20% | — | |
| 47 | CRM | Salesforce Inc | Stock-Tech | 0.32% | -0.05% | -2.81% | |
| 48 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.31% | -0.05% | +0.17% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.28% | -0.07% | -1.38% | |
| 50 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.26% | -0.14% | -7.50% |
According to official SEC Form 13F filings, Garde Capital, Inc. reported a total U.S. public equity portfolio value of $2.2B across 265 disclosed positions in Q3 2024.
During Q3 2024, Garde Capital, Inc.'s top holdings by market value included VTV (12.3%)、VUG (12.2%)、VV (7.5%). The largest single position, VTV, represented 12.3% of total portfolio value.
In Q3 2024, Garde Capital, Inc. made 140 total portfolio adjustments, initiating 13 new buys, adding to 39 positions, trimming 75 holdings, and fully liquidating 13 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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